PRIYANKA AZAD
NOIDA
Summary
Finance Service Manager offering dynamic skill set with success across financial sectors. Proven leader with expertise in financial planning and account management. Offering exceptional communication skills and successfully developing trust and rapport with clients.
Overview
16
16
years of professional experience
Work History
Financial Service Manager
Carving Dreams Foods Pvt Ltd
Noida
04.2019 - Current
- Project Costing and Planning.
- Quality Control check.
- Working on arrangement for Equity Fund towards estimated capital investment and margin money for working capital, as and when required.
- Working on arrangement of Certificates, Licenses, and Compliances.
- Complete understanding of the Industrial Investment Promotion Policy of the State Government.
- Understanding the basic infrastructure facilities of Warehouse Business.
- Doing a PowerPoint presentation in front of the clients like ITC, NCML, Origo, etc.
- Updated inventory and production information using warehouse management systems and scanner guns.
Finance Service Manager
Saxo Bank
Gurgaon
09.2012 - 04.2016
- NOSTRO accounts reconciliation of Saxo Bank A/S using Intellimatch Application and reporting breaks to Cash Management and Risk Management.
- Scheduling new Automated Jobs in Intellimatch Admin and periodically checking the scheduled jobs to identify any errors.
- Undertaking re-engineering and system checks for improving process and implementing innovations for business excellence and updating the on-shore management about potential process improvement areas.
- Preparation of relevant MIS reports for dissemination to key stakeholders &
Preparation of documentation to substantiate key controls supporting the reporting process including reconciliations between systems feeds etc. - Liaison with product controllers, market and credit risk teams and group regulatory reporting team.
- Team Handling experience and conducting Quarterly and Yearly appraisals of team members and giving them appropriate feedback to ensure they realize their strengths and areas of improvement.
- Bridging knowledge gap among the team members by providing product and process training and Deploying training plans for new joiners and conducting accreditations for measuring their performance
Senior Officer
UBS Investment Bank
Hyderabad
12.2010 - 09.2012
- Reconciliation and Resolution trades between GENEVA and in-house/custody trade support system.
- Providing Trade Query Management Services to Hedge Fund Client.
- Entering, amending trades pertaining to Equity Prime Brokerage pertaining to International and Domestic Clients
- Providing service to APAC, EMEA and US clients.
- Hands on experience working on MS Applications, like Excel and PowerPoint
Finance Officer
Viteos Fund Services
Bengaluru
02.2009 - 10.2010
- Performing daily reconciliation and resolution of transactions, security positions, and cash for all trading activity generated by clients.
- Analyzing PB and Clients' Records, and if differences exist between them, finding the cause and bringing the records into agreement. Following up with the Prime Broker/Fund Managers to seek clarifications on outstanding breaks.
- Identifying and resolving the issues by rendering solutions and highlighting the potential problems.
- Hands-on experience in the calculation of Fair Market Value for Future Positions for different exchanges.
- Hands-on experience in data analysis, trade query management, and capital market analysis.
Education
MBA - Finance
Ohio University
Bengaluru02-2009
Bachelor of Science - Physics
Miranda House
New Delhi08-2005
Skills
- Financial Advising
- Financial Analysis
- Financial Modeling
- Project Management
- Strategic Planning
- Relationship Management
- Finance and accounting
- Financial operations
- Team recruitment
Timeline
Financial Service Manager
Carving Dreams Foods Pvt Ltd
04.2019 - Current
Finance Service Manager
Saxo Bank
09.2012 - 04.2016
Senior Officer
UBS Investment Bank
12.2010 - 09.2012
Finance Officer
Viteos Fund Services
02.2009 - 10.2010
MBA - Finance
Ohio University
Bachelor of Science - Physics
Miranda House
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